Gordon Sjdin
3.1K posts

Gordon Sjdin
@GordonSjdin
I have been into uranium since the last cycle, I did not plan my exit and am still holding from that round. I was a big follower of Jim Dines.
Vancouver, British Columbia Inscrit le Haziran 2019
765 Abonnements181 Abonnés

@jojosuzieks @mans_wisdom_ Intuition is simply the art of rapidly processing subtle clues. It takes a high iq to do this. That’s what I was told.
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@mans_wisdom_ Good intuition is not linked to high IQ In fact many high IQ lack good intuition because they silence it with logic. Intuition often contradicts logic so this is bs
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@mark_pusateri3 @Tori_TLCR That’s a super good point. Many working people settled into shit neighborhoods and built them up with common jobs.
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@Tori_TLCR You also have to account for how the neighborhood has become either more or less desirable. If the neighborhood has become hot and more people now want to live there than did 30 years ago, you should expect that the rents would rise faster than inflation
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@JessupeG @end3of6days9 I agree, how do they think dirt is made.
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Black mold needs to constantly stay wet/damp in order to stay alive.The reason you see it on fresh cut lumber is because hydrometer readings on wet lumber can push 35% and is then tightly stacked, thus trapping the moisture and feeding the mold.
Once the material is used in framing it rapidy dries out and the mold dies off.
As a mostly retired GC I can tell the entire "black mold scare tactics of the 90's" was brought to you by the legal industrial complex to act as a cash cow to replace ambulance chasing. And thus a massive "industry" was created preventing , mitigating and litigating "black mold"
I'm not saying that it's not an issue and black mold is good for you, but it is blown way out of proportion, intentionally and is kinda like the construction version of covid. Lots of money in fear.
I knew it was bad when they featured it in a csi episode , pushing the fear.
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At Lowe’s in Norwich, New York, they told this guy he had to buy the moldy lumber first before they’d let him get to the good stuff.
He went digging through the pile and found mold on pretty much everything. When he asked if they could pull down the clean two-by-fours from the top, they said no — not until all the moldy wood was gone.
Here’s the part that feels off: This is wood meant for building walls and homes. If it’s already covered in mold, most people wouldn’t want to use it inside their house without treating it first. That means the customer would have to spend their own time and money to fix something that should’ve been clean and usable to begin with.
Forcing people to buy the moldy stuff before they can access the good lumber just doesn’t seem right. Why should the customer have to pay extra to correct a problem that started at the store?
Would you be okay with a store making you buy spoiled food items before they’d sell you the good ones? This feels like the same idea, just with lumber instead of food.
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@derrick_dao You and your AI written posts are relentless. Do you ever talk about your company?
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71 reactors are under construction globally right now. The market has barely started pricing this.
AI data centers are forecast to consume close to 1,050 TWh by 2026 — roughly double their share of global electricity from 2022. Meta alone signed agreements for 6.6 GW of nuclear capacity in January. Uranium spot sits near $86/lb — still well below the level analysts say is needed to incentivize meaningful new primary supply.
Firm, dispatchable baseload is the scarce input in the AI infrastructure race. That's what uranium is pricing.
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@argosaki It used a 5 horsepower Briggs & Stratton engine. The engine had 2 tanks; one for gasoline, one for liquid Oxygen.
Pull cord for starting was modified using a Carbon Fiber cord instead of Nylon. Spare spark plugs and a spark plug wrench was in a ziplock bag attached to the engine

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MAKE IT MAKE SENSE
The Moon has NO oxygen.
How did the Lunar Rover even drive?
IF NASA truly went to the Moon:
What fuel did the rover use?
In a place where fuel can’t even burn, engines need oxygen to ignite.
NASA admits the Moon has none.
So how did the rover power its wheels?
They claim it ran on electric batteries… but batteries die quickly in extreme temperatures.
Lunar day reaches over 200°C, and night drops to minus 200°C.
Did NASA secretly build super batteries in the 70s that today’s tech still can’t match?
And if they did, where are they now?
Why isn’t every electric car using lunar rover technology?
No air.
No wind.
Temperature swings that can fry an egg and freeze a lake.
Yet the rover supposedly cruised across lunar dust with zero issues.
Curiosity is the real fuel.
What do you think?
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@TheEXECUTlONER_ I would shoot for doing 1 million bales per year
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This farm owner has bales of pine straw made from Longleaf pine trees.
Each of his employees make $1.50 for every bale they make. They usually do 200 bales a day. He says they average about 20 bales an hour.
The farmer sells these bales for $5 each. Many other places are a lot more expensive people said.
He says these kinds of trees are prominent all over the South and people use the straw for landscaping instead of mulch down there.
Many people said that is too much hard labor and that they have machines that will do that. But the owner said the machine bales are not as good. The machines break a lot of the straw and machines include sticks and other things vs this hand picked straw. He said this old fashioned way is still used by a lot of independent farmers.
$200 a day, $1,000 a week, is not bad money. Some make up to $1,500 a week working extra hours. He said his farm will produce about 20K bales of this straw.
Do you think that is way too much work for $200-$300 a day? Or do you think that is an honest wage for an honest day’s work?
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@derrick_dao @uraniuminsider The candu smr requires no enrichment.
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SMR snowballing is the right thesis, but the binding constraint isn't designs — it's the fuel cycle. HALEU (high-assay low-enriched uranium, 5-20% U-235) for most modern SMR designs has one Western producer at scale, and Centrus's pilot is shipping single-digit kilograms while planned demand by 2032 runs into hundreds of tonnes. The reactor orders show up before the fuel does.
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@_dans_tweets_ @financedystop Many times in IT slower is better.
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@financedystop Old people are slower. It’s a fact. Someday I’ll be slower and someone younger will be a better value for an organization. This guy needs a reality check
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A lot of Americans in the 55–65 age range are getting forced into early retirement after being laid off and replaced.
He spent 35 years working in IT and suddenly got let go. It’s that brutal gap where you’re not old enough to comfortably retire with benefits, but not young enough for a lot of companies that want younger and cheaper workers.
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@Dave_Eby Nothing should leave this country without adding value before it goes.
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@BgmBgm18 @honeymoon250 I still have the whole set of 'Encyclopaedia Britannica' 1983. And a number of dictionaries- some in different languages.
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@Grainjones It pisses me off that they probably borrow from sputt while they charge them for storing it.
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@leggett_john @derrick_dao @SloCan68 Sir the incentive price is no longer $100, it’s now $150 +. It hasn’t been $100 since 2024.
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@derrick_dao @SloCan68 Sir, $65 has not been the estimated incentive price since ‘21. Estimated incentive price is now $100+. Prices need to stay above $100 for a long period to mitigate risk. The tiny amount of current greenfield activity is simply front-running assumptions of higher future prices.
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Sprott's physical uranium trust keeps adding pounds. Spot U3O8 above $80/lb against a $60-65 incentive price for new mining means the market is no longer rationing demand.
Cameco guided 2026 production lower. Kazatomprom is back-loading its curve. Restart projects in Wyoming are 18-24 months from first pounds.
Utilities are signing long-dated contracts at $90+. The discount to spot is gone.
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@ZeroSkills @UDiamondBalls Agree probably tomorrow we will break 100
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@UDiamondBalls I actually think the spot price could be about to go vertical again and this dip in equities will prove to be a shakeout.
Pretty much the same thing that has just happened with silver.
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Gee I hope there's no more bullish news coming for #uranium.
If Cigar Lake floods I might go broke.
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@CxuAsx Technically all they need to do is run it fast and jump it.
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@Kristinartz I think I’m the only person in the world whose life was saved by this stupid add.
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🚨 CHEVY CHASE COMPLETELY INSULTS INTERVIEWER — THEN TELLS HER “I HOPE YOU’RE NOT GONNA PUT THAT ON THE AIR”
What starts as a normal interview turns uncomfortable almost instantly.
The interviewer tells Chevy Chase:
“I’m just trying to figure you out.”
His response?
“No sh*t?! You’re not bright enough.”
Then the interview somehow gets even more uncomfortable.
“I know you’re not gonna put that on the air… and I hope not.”
Now the clip is going viral and people are saying this is EXACTLY why Chevy Chase has such a reputation.
Is he misunderstood… or just an asshole?
📹: SkyTV / CNN / “I’m Chevy Chase and You’re Not” / Marina Zenovich
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The story of when Dave Mustaine was kicked out of Metallica took place on April 11, 1983.
At the time, Mustaine was the lead guitarist and one of the band’s key songwriters, alongside James Hetfield and Lars Ulrich. Tensions within the group were high because Dave had serious alcohol problems and a violent temper, which led to constant fights, especially with Lars.
While the band was in New York preparing to record their first album, James and Lars decided to kick him out. They woke him up in his hotel room, told him he was no longer part of Metallica, took his guitars and amplifiers, and put him on a Greyhound bus back to Los Angeles with a one-way ticket. Mustaine was so drunk that he barely understood what was happening at the time. The trip lasted four days, and during that time he felt deeply humiliated and betrayed.
As soon as he arrived in California, he vowed to get revenge by forming a band bigger and heavier than Metallica. Shortly thereafter, he founded Megadeth. Four days after his departure, Kirk Hammett joined Metallica as the new guitarist.
This expulsion marked the birth of Megadeth and left a wound that took many years to heal. Mustaine has always said that that day on the bus was the moment his solo career truly began.


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@tokifyi Canada is not getting any significant data centers.
The carbon tax alone makes it a non-starter.
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